Bisnow7h
Microsoft Scraps Data Center Leases Amid Possible Oversupply
Microsoft is canceling data center leases in a sign of a possible oversupply as OpenAI looks elsewhere for its infrastructure ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Datacenter Dynamics14h
OpenAI looking to shift compute needs from Microsoft to SoftBank by 2030 – report
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
Forget Stargate. Apple now has its own $500 billion investment plan.
Two things ring familiar in Apple's (AAPL) latest announcement. For one, the $500 billion investment commitment matches the pledged amount of the Stargate initiative, through which companies like ...
Analytics India Magazine16h
Microsoft Rethinks Compute Needs, Cancels AI Data Centre Leases
Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about ...
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...